October 3, 2018

This financial news is brought to you by the Alfred Johnson blog. The European Union, as well as other governing authorities, have laws that are designed to protect an individual’s personally identifiable information (PII). In Shelby Financials’ database, vendor, customer, volunteer, and employee records all contain personally identifiable information and in certain cases should be…

July 11, 2018

This financial news is brought to you by the Alfred Johnson blog. History:  More than 20 years ago, I was managing a retail pharmacy which started accepting credit cards.  We had a bookkeeper that worked a couple days a week and was paid by the hour.  I discovered that she was spending a lot of…

June 20, 2018

This financial news is brought to you by the Alfred Johnson blog. Overview:  Relationships has been added to Shelby Financials (in Release 9.0).  This utility allows users to group family members together along with additional responsible people.  It is most useful when creating invoices for daycare or school students, as customers, but sending AR statements…

June 13, 2018

This financial news is brought to you via the Alfred Johnson blog. The steps below will provide all the information you need to get started using this new Shelby Financials reporting tool.  However, you also might like to review 3 lessons that will help you get the hang of it.  See Lesson links below. Start the Utility…

May 2, 2018

This financial news is brought to you via the Alfred Johnson blog. We hope you find it useful. The upcoming Spring release contains several new features, one of which is the Phase 1 Ad Hoc Report tool. Our hosted financial users have been requesting a replacement for v.5 ShelbyQUERY for some time.  So, we have…